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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $35,110 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,465 | $55,679+358.8% | $81,988+211.6% | $73,501+247.6% |
| Participation rate | 89.9% | 62.3%+27.6pp | 69.3%+20.7pp | 70.7%+19.2pp |
| Annual return | 12.22% | 19.07%-6.9pp | 41.32%-29.1pp | 28.51%-16.3pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $2,499-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,764-100.0% | $3,723-100.0% | $3,740-100.0% |
| Admin fee / account holder | $134 | $493-72.8% | $5,666-97.6% | $513-73.9% |